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Summit Wealth Group, LLC: IGIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Wealth Group, LLC on IGIB, newest first. How the timeline and the estimate are built.

Summit Wealth Group, LLC held 381,429 IGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,429 shares
    Change vs previous 13F +8,398 shares

    4.14% of the 13F portfolio, value $20,280,588.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 373,031 shares
    Change vs previous 13F +15,091 shares

    4.56% of the 13F portfolio, value $19,852,728.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 357,940 shares
    Change vs previous 13F +8,742 shares

    4.5% of the 13F portfolio, value $19,285,796.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 349,198 shares
    Change vs previous 13F +9,749 shares

    4.57% of the 13F portfolio, value $18,888,123.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 339,449 shares
    Change vs previous 13F +239,992 shares

    4.65% of the 13F portfolio, value $18,089,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,457 shares
    Change vs previous 13F +1,119 shares

    1.53% of the 13F portfolio, value $5,223,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 98,338 shares
    Change vs previous 13F -10,170 shares

    1.47% of the 13F portfolio, value $5,065,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 108,508 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $5,829,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).